HighTower Westchester works as a cohesive team, offering each client personal service through the pooled resources of our experienced team of advisors and responsive support staff.

Our Services


Wealth Preservation Strategies

• Create a custom financial plan tailored to specific needs of the client while focusing on maintaining and preserving existing wealth
• Customize financial plans centered around the ecology of client’s finances
• Craft each investment strategy based on the interaction with our clients, their financial needs and investing personalities

Cash And Retirement Planning

• Analyze current and retirement cash flow needs
• Connect with client to understand retirement goals and implement strategies
• Implement a financial pathway that can help clients to retire comfortably based upon their wants and needs, leading to long-term visualization and stabilization
• Act as a reliable resource to help protect our clients’ futures and take their trust to heart


Trust And Estate Planning

• Analyze and identify estate planning and insurance needs
• Arrange clients property and affairs to help provide current control and management over financial resources
• Assist clients in the proper preparatory steps to help ensure surviving family members will be taken care of in the event of a death of a client or unforeseen circumstances

Insurance And Liability Management

• Focus on managing liabilities and other obligations to help ensure long-term financial stabilization
• Provide an added layer of protection for client’s specific responsibilities and exposures
• Educate clients on managing insurance needs to help maintain and preserve wealth


Client-Centered Financial Planning

• Creating a Plan: Guidance to identify financial goals
• Diversification: Placing assets across a variety of investments
• Asset Allocation: Well diversified approach using multiple asset classes that align with risk tolerance
• Time Horizon: Length of time for the investment
• Commitment: Staying with the plan
• Communication: Clear and concise
• Portfolio: Construction and Evaluation

eMoney Client Portal: An Unobstructed View of Your Financial Life

Developed in partnership with eMoney (a market-leading software provider), HighTower’s Client Portal is a secure, online platform that offers you a comprehensive, customized view of your wealth. Sophisticated features include:

• Industry-leading security to protect financial data
• Secure online vault for financial documents
• Snapshot of assets, monthly spending & budget tracking
• Single sign-on access & mobile application